Consumer Defensive · Agricultural Farm Products
Price
$3.60
Market Cap
$358.6M
Employees
342
Beta
-0.03
Avg Volume
78,567
CEO
André Guillaumon
Business Description
BrasilAgro (LND) is a company dedicated to the agricultural sector, specializing in the identification, development, exploitation, and divestment of rural properties suitable for agricultural ventures across Brazil. The company's operations are structured into six distinct segments: Real Estate, Grains, Sugarcane, Livestock, Cotton, and Other activities. Its agricultural endeavors involve the cultivation of major crops such as soybeans, corn, sorghum, cotton, and sugarcane, as well as the raising and sale of weaned beef calves. BrasilAgro maintains a substantial land footprint, managing 17 farms across six Brazilian states and one farm in Paraguay. This expansive portfolio totals 223,551 hectares of company-owned land and 51,747 hectares of leased acreage. Beyond its core operations, BrasilAgro also handles the import and export of agricultural products and inputs. Additionally, it engages in the purchase, sale, and rental of various real estate holdings—both rural and urban—provides real estate brokerage services, and manages third-party assets. Founded in 2005, the firm is headquartered in Sao Paulo, Brazil.
Business History
Price Overview
Price at report time · Jul 3, 4:46am (0m ago)
$3.60
Change · Jul 3
+0.01 (+0.28%)
Day Range
$3.57 – $3.66
52-Week Range
$3.46 – $4.45
50-Day MA
$3.75
200-Day MA
$3.83
Volume
62,794.00
Right now · live
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Real-time — the change above is the move since the report (over 0m).
Share Structure
Outstanding
99,615,457.00
Float
46,516,434.00
Free Float
46.7%
Moderate free float
— 46.7% of shares trade freely, ~53.3% held by insiders/institutions
Reasonable but insiders still hold a significant stake. This can be positive (skin in the game) but may limit liquidity during sell-offs.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
2.59
Stock Price: $3.60
EPS (Diluted): 1.39
EPS (Diluted): 1.39
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
0.96
Stock Price: $3.60
Total Equity: $2.18B
Shares: 100,158,000
Total Equity: $2.18B
Shares: 100,158,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
27.92
Market Cap: $358.62M
Total Debt: $885.52M
Cash: $159.82M
EBITDA: $18.03M
Total Debt: $885.52M
Cash: $159.82M
EBITDA: $18.03M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$3.2B
Market Cap: $358.62M
Total Debt: $885.52M
Cash: $159.82M
Total Debt: $885.52M
Cash: $159.82M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
36.8%
Gross Profit: $55.84M
Revenue: $151.91M
Revenue: $151.91M
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
3.2%
Operating Income: $4.93M
Revenue: $151.91M
Revenue: $151.91M
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
15.9%
Net Income: $24.12M
Revenue: $151.91M
Revenue: $151.91M
ROE (Profit from shareholder equity)
APINet Income / Total Equity
-0.7%
Net Income: $24.12M
Total Equity: $2.18B
Total Equity: $2.18B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
-0.2%
Operating Income: $4.93M
Tax Rate: -10.7%
Equity: $2.18B
Total Debt: $885.52M
Cash: $159.82M
Tax Rate: -10.7%
Equity: $2.18B
Total Debt: $885.52M
Cash: $159.82M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.79
Current Assets: $1.18B
Current Liabilities: $658.26M
Current Liabilities: $658.26M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.41
Short-Term Debt: $355.84M
Long-Term Debt: $529.68M
Total Debt: $885.52M
Total Equity: $2.18B
Long-Term Debt: $529.68M
Total Debt: $885.52M
Total Equity: $2.18B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$1.52
Revenue: $151.91M
Shares: 100,158,000
Shares: 100,158,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$21.74
Total Equity: $2.18B
Shares: 100,158,000
Shares: 100,158,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$0.59
Operating CF: $139.31M
CapEx: -$79.97M
Shares: 100,158,000
CapEx: -$79.97M
Shares: 100,158,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
7.5%
Last Dividend: N/A
Stock Price: $3.60
Stock Price: $3.60
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $24.12M
Net Income: $24.12M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares LND against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jul 3, 2026 4:46am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $716.0M | $1.4B | $1.2B | $1.0B | $151.9M |
| Cost of Revenue | $201.8M | $592.9M | $808.0M | $706.5M | $96.1M |
| Gross Profit | -$35.8M | $775.9M | $393.7M | $311.9M | $55.8M |
| Operating Expenses | $97.4M | $85.7M | $117.9M | $126.1M | $50.9M |
| Operating Income | -$110.6M | $690.2M | $275.8M | $185.8M | $4.9M |
| Net Income | $317.6M | $520.1M | $268.5M | $226.9M | $24.1M |
| EBITDA | $436.8M | $788.0M | $421.7M | $338.9M | $18.0M |
| EPS | $4.56 | $5.26 | $2.62 | $2.28 | $1.39 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jul 3, 2026 4:46am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $1.1B | $435.5M | $383.8M | $171.0M | $159.8M |
| Total Current Assets | $1.8B | $1.6B | $1.3B | $1.1B | $1.2B |
| Total Assets | $3.4B | $3.3B | $3.5B | $3.6B | $3.8B |
| Current Liabilities | $661.3M | $484.0M | $631.9M | $527.3M | $658.3M |
| Long-Term Debt | $341.1M | $329.6M | $356.4M | $504.6M | $529.7M |
| Total Liabilities | $1.2B | $1.1B | $1.3B | $1.4B | $1.7B |
| Total Equity | $2.2B | $2.2B | $2.2B | $2.2B | $2.2B |
| Retained Earnings | $600.8M | $117.2M | $621.1M | $537.9M | $542.0M |
Cash Flow (Annual)
Last updated: Jul 3, 2026 4:46am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $151.2M | $205.2M | $155.7M | $79.4M | $139.3M |
| Capital Expenditure | -$18.7M | -$50.8M | -$60.8M | -$68.4M | -$80.0M |
| Free Cash Flow | $132.5M | $154.3M | $95.0M | $11.0M | $59.3M |
| Acquisitions (net) | -$164.2M | $0 | $4.9M | $0 | $12,000 |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | $0 | $0 | $0 | $0 |
| Net Change in Cash | $888.1M | -$623.6M | -$51.7M | -$212.9M | -$28.0M |
Analyst Estimates (Annual)
Last updated: Jul 3, 2026 4:46am (just now)| Metric | 2025 | 2026 | 2027 |
|---|---|---|---|
| Revenue |
$1.4B $1.3B – $1.6B
|
$1.1B $1.0B – $1.3B
|
$1.3B $1.1B – $1.4B
|
| EBITDA |
$576.1M $511.5M – $640.8M
|
$450.5M $399.9M – $501.1M
|
$497.6M $441.8M – $553.5M
|
| Net Income | $0 | $0 | $0 |
| EPS | — | — | — |
Growth Trends (YoY %)
Last updated: Jul 3, 2026 4:46am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +91.2% | -12.2% | -15.3% | -85.1% |
| Gross Profit Growth | +2,265.9% | -49.3% | -20.8% | -82.1% |
| Operating Income Growth | +723.9% | -60.0% | -32.6% | -97.3% |
| Net Income Growth | +63.7% | -48.4% | -15.5% | -89.4% |
| EBITDA Growth | +80.4% | -46.5% | -19.6% | -94.7% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-01 | Lopez Gustavo Javier | S-Sale | 2,000.00 | $3.49 | $6,980 |
| 2026-06-30 | Elsztain Alejandro Gustavo | P-Purchase | 14,500.00 | $3.57 | $51,700 |
| 2026-06-29 | Elsztain Alejandro Gustavo | P-Purchase | 14,500.00 | $3.58 | $51,909 |
| 2026-06-26 | Elsztain Alejandro Gustavo | P-Purchase | 14,500.00 | $3.58 | $51,917 |
| 2026-06-25 | Elsztain Alejandro Gustavo | P-Purchase | 14,500.00 | $3.52 | $50,981 |
| 2026-06-08 | Lopez Gustavo Javier | S-Sale | 2,000.00 | $3.62 | $7,240 |
| 2026-05-22 | Elsztain Alejandro Gustavo | P-Purchase | 13,500.00 | $3.80 | $51,312 |
| 2026-05-21 | Elsztain Alejandro Gustavo | P-Purchase | 13,500.00 | $3.82 | $51,586 |
| 2026-05-20 | Elsztain Alejandro Gustavo | P-Purchase | 13,500.00 | $3.79 | $51,219 |
| 2026-05-19 | Elsztain Alejandro Gustavo | P-Purchase | 13,500.00 | $3.74 | $50,493 |
| 2025-10-22 | Sampaio Filho Joao Almeida | 0.00 | $0.00 | $0 | |
| 2025-10-22 | de Albuquerque Isabella Saboya | 0.00 | $0.00 | $0 | |
| 2025-10-22 | Lustosa de Andrade Eliane Aleixo | 0.00 | $0.00 | $0 | |
| 2016-11-07 | Lopez Gustavo Javier | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Casaretto Alejandro Gustavo | 0.00 | $0.00 | $0 | |
| 2026-03-18 | ELSZTAIN EDUARDO S | 0.00 | $0.00 | $0 | |
| 2020-01-01 | Peres Marcos Alexandre da Silva | 0.00 | $0.00 | $0 | |
| 2016-11-07 | Guillaumon Andre | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Zang Saul | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Elsztain Alejandro Gustavo | 0.00 | $0.00 | $0 |
Dividend History (Last 20)
Last updated: Jul 3, 2026 4:46am (just now)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2025-10-24 | $0.14 | 2025-09-29 | 2025-10-24 | 2025-12-08 |
| 2024-10-24 | $0.26 | 2024-10-23 | 2024-10-24 | 2024-11-25 |
| 2023-10-25 | $0.63 | 2023-06-12 | 2023-10-26 | 2023-12-04 |
| 2022-10-28 | $0.60 | 2022-10-05 | 2022-10-31 | 2022-11-28 |
| 2022-04-14 | $0.40 | 2022-04-07 | 2022-04-18 | 2022-05-09 |
| 2021-10-28 | $0.47 | 2021-09-30 | 2021-10-29 | 2021-11-22 |
| 2020-10-19 | $0.13 | 2020-09-28 | 2020-10-20 | 2020-11-23 |
| 2019-10-17 | $0.22 | 1900-01-01 | 2019-10-18 | 2019-11-25 |
| 2018-10-17 | $0.20 | 2018-09-27 | 2018-10-18 | 2018-11-16 |
| 2017-10-12 | $0.08 | 2017-10-03 | 2017-10-13 | 2017-11-09 |
| 2016-11-08 | $0.12 | 2017-02-10 | 2016-11-10 | 2016-12-01 |
| 2016-10-24 | $0.06 | 2016-10-06 | 2016-10-26 | 2016-11-17 |
| 2015-10-29 | $0.36 | 2015-10-19 | 2015-11-02 | 2015-11-23 |
| 2013-12-26 | $0.04 | 2013-12-30 | 2014-01-21 | |
| 2013-10-30 | $0.05 | 2013-10-17 | 2013-11-01 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for LND — it's generated by the pipeline (
market-narrative step).
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.373 · 697c9e64 · 2026-07-02 20:17:59